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If we set a client to "inactive," how do we then access their account if necessary down the road?

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Tony Rooney

Seems like denoting a client "inactive" takes them off our general client list, and typing in their name no longer works to bring up their account under "CLIENTS."  How do we quickly/easily access the list of INACTIVE clients (and/or their account data)?

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11 comments

Date Votes
  • Ruth

    Hi Tony, you can go to your Clients tab to the left of your account, then use the dropdown menu to select the Inactive Clients option. You can then click on the client's name > Edit and uncheck the "Inactive Client" box to make them an active client again! Let me know if you have any other questions about this. 

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  • Heather Carter

    Can we set it to where inactive clients can't request appointments? I have sent out termination letters and set clients to inactive. I'd rather them have to call me than to log in and be able to request again.

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  • Ruth

    Hi Heather, you can disable the Client Portal for your inactive clients by going to their client file > Edit > Client Portal > Disable Access. There's no way to disable Client Portal access for all of your inactive clients at once; however, if you're already in your Inactive Clients list, you can hit Manage next to an inactive client's name > Edit Client Info > Client Portal > Disable Access. 

    Here's a screenshot in my test account: 

     

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  • Amy Griffin (J. Alexander)

    if we set a client to inactive, will we still be able to receive payment from them or their insurance?  

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  • Ruth

    Yes you will! 

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  • Jessica Tripp

    Are inactive clients still able to sign in and access the uploaded documents or do they have to be active to do so? 

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  • Megan Dowdell

    I have the same question as Jessica. Can inactive clients still complete documents and submit in the portal or do they have to be active to do that?

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  • Emmy Johnson

    If a client is marked as "inactive" and then the clinician's account is removed - can you still access the inactive clients from the former clinician?  How do you do that if so? 

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  • Macy P. Gardipee

    I have the same question as Jessica and Megan. I don't see a response to either one of their questions. 

    Are inactive clients still able to sign in and access the uploaded documents or do they have to be active to do so? 

    Can inactive clients still complete documents and submit in the portal or do they have to be active to do that?

     
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  • Megan Dowdell

    I ended up finding out the answer by testing it out myself and the answer is yes, the client can still access, complete, and submit documents after the client has been made inactive. 

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  • Macy P. Gardipee

    Thanks Megan! I appreciate it

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